Performance

Growth of 10,000

  • Index
    12,892
  • Investment
    12,587
  • Category
    12,317
  • Growth
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Investment -6.63 11.85 5.49 3.60 -12.66 7.08 5.43 1.79
Category -2.59 3.07 7.16 -3.79 10.30 5.65 3.13 -11.10 7.68 5.17
Index 0.52 4.31 6.03 -0.11 10.09 6.73 1.63 -11.28 9.05 5.43
Quartile Rank
Percentile Rank 92 27 54 41 62 59 46 46
# of Invest. in Cat. 264 304 364 412 445 442 486 487 485 503
Category Name
EU0695 EAA Fund USD Cautious Allocation
EU0695 EAA Fund USD Cautious Allocation
EU0695 EAA Fund USD Cautious Allocation
EU0695 EAA Fund USD Cautious Allocation
EU0695 EAA Fund USD Cautious Allocation
EU0695 EAA Fund USD Cautious Allocation
EU0695 EAA Fund USD Cautious Allocation
EU0695 EAA Fund USD Cautious Allocation
EU0695 EAA Fund USD Cautious Allocation

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment 0.00 0.64 1.68 1.16 1.79 7.73 1.06 1.60 2.97
Category
Index
Quartile Rank
Percentile Rank 97 32 42 75 46 48 69 63
# of Invest. in Cat. 173 173 173 172 173 162 156 114 57 7

Related

© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy       Disclosures